Sales Tools

WealthPRIME™ Proprietary Wealth Report

WealthPRIME’s™ proprietary WEALTH REPORT is customized for your client’s unique financial scenario and estimates the amount of annual taxes they can save and the retirement balance they can have over the course of 5, 10, and 15 years.

Turn Your Dreams of Wealth into a Reality

“Turn Your Dreams of Wealth into a Reality,” showcases the uniqueness of the WealthPRIME™ solution, introduces your clients to a team of professionals who can assist them on this journey, and offers important timeframes.

199A Tax Deduction

Taxes and tax liability can be burdensome to your clients in their quest to grow their wealth. This flyer reveals a new tax deduction (IRC § 199A) that offers up to a 20% deduction for those clients who qualify.

WealthPRIME™ Flyer

See a snapshot of how financial freedom is one choice away with WealthPRIME’s™ ability to save your clients tens of thousands of dollars in taxes while growing their wealth.

Leverage the Power of a Cash Balance Plan

“Leverage the Power of a Cash Balance Plan,” walks your clients through the challenges Americans face in planning for a well-funded retirement, gives a primer on cash balance plans, talks about how 401(k) plans are different, demonstrates the tax mitigation benefits using powerful visuals and illustrations, and more.